Arista Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Arista Wealth Management’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$87.1M	Sell	1,054,603 -25,187	-2%	-$2M	9.4%	2
2026 Q1	$73.4M	Sell	1,079,790 -64,914	-6%	-$4.69M	8.93%	3
2025 Q4	$84.8M	Buy	1,144,704 +26,280	+2%	+$1.93M	10.43%	2
2025 Q3	$81.2M	Buy	1,118,424 +54,378	+5%	+$3.76M	10.1%	2
2025 Q2	$70.3M	Buy	1,064,046 +540	+0.1%	+$32.1K	9.73%	2
2025 Q1	$59.3M	Buy	1,063,506 +49,896	+5%	+$3.02M	14.37%	2
2024 Q4	$61.8M	Buy	1,013,610 +3,744	+0.4%	+$225K	14.83%	2
2024 Q3	$58.1M	Buy	1,009,866 +64,638	+7%	+$3.59M	13.96%	2
2024 Q2	$52.5M	Buy	945,228 +680,034	+256%	+$35.3M	13.82%	2
2024 Q1	$13.5M	Sell	265,194 -52,068	-16%	-$2.51M	10.29%	4
2023 Q4	$14.3M	Buy	317,262 +272,652	+611%	+$11.7M	5.24%	7
2023 Q3	$1.84M	Buy	+44,610	New	+$1.9M	0.72%	15

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arista Wealth Management's VOOG Position: Q2 2026 in Review

Arista Wealth Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 2.3% in Q2 2026, selling an estimated $2M and leaving 1,054,603 shares worth $87.1M. The position accounts for 9.4% of the portfolio, ranked #2.

Arista Wealth Management first reported a position in VOOG in Q3 2023 and has held it in 12 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Arista Wealth Management held 1,054,603 shares of Vanguard S&P 500 Growth ETF worth $87.1M as of Q2 2026.
Arista Wealth Management sold 25,187 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $2M.
Vanguard S&P 500 Growth ETF made up 9.4% of Arista Wealth Management's portfolio in Q2 2026, its #2 holding.
Arista Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.